by Admin | Dec 9, 2025 | Blog
Jay Jackson Chairman & CEO Dick Van Dyke’s Longevity: A Once-in-a-Lifetime Event At 99 years old and standing 6’1” tall, Dick Van Dyke is defying what science tells us should be impossible. Photo source: Gage Skidmore from Peoria, AZ, United States of America, CC...
by Admin | Dec 1, 2025 | Blog
Jay Jackson Chairman & CEO When I was on vacation with my family earlier this year, we met a couple looking to retire and the husband was asking me about potential new investments. After a pleasant exchange, we parted ways, but a few minutes later, the wife came...
by Admin | Nov 20, 2025 | Blog
Jay Jackson Chairman & CEO As someone who has spent decades thinking about financial planning, I’ve watched too many clients approach retirement with a dangerously incomplete playbook. Dr. Joseph Coughlin, the founder of MIT’s AgeLab, and his call for a longevity...
by Admin | Nov 19, 2025 | Blog
The perception that younger workers “job hop” more than past generations is often exaggerated. Research from the National Institute on Retirement Security, in its report Debunking the Job-Hopping Myth about Millennials and Gen Z, shows that millennials and Gen Z have...
by Admin | Nov 15, 2025 | Interview, WABC
Share The interview originally took place on November 15, 2025. Chairman & CEO Jay Jackson was featured on Moore Money to discuss financial planning and longevity. They cover life insurance, retirement planning, and the significance of managing health...
